DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$704M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,389
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$70.2M
3
+$67.7M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$50.9M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$43.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.69%
2 Financials 0.21%
3 Industrials 0.11%
4 Healthcare 0.11%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72.3K 0.01%
+1,000
77
$71.9K 0.01%
+276
78
$71.2K 0.01%
+151
79
$69.4K 0.01%
+119
80
$67.7K 0.01%
+1,311
81
$61.6K 0.01%
+425
82
$61.4K 0.01%
+550
83
$60.8K 0.01%
+205
84
$60.5K 0.01%
+125
85
$60.4K 0.01%
+1,220
86
$58.7K 0.01%
+3,499
87
$57K 0.01%
+367
88
$56.3K 0.01%
+384
89
$54.7K 0.01%
+249
90
$52.9K 0.01%
+275
91
$50.6K 0.01%
+3,250
92
$50.6K 0.01%
+341
93
$50.1K 0.01%
+239
94
$49.3K 0.01%
+290
95
$48.3K 0.01%
+1,145
96
$47.3K 0.01%
+861
97
$46.8K 0.01%
+460
98
$46.6K 0.01%
+1,718
99
$45K 0.01%
+127
100
$44.7K 0.01%
+439
2 3
4
5 6